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Schwab U.S Small- Cap ETF
SCHA

1,165 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 418 increasing their positions, 476 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $6.04B → $6.7B (+$665M)

9% more funds holding in top 10

Funds holding in top 10: 53 → 58 (+5)

2% more funds holding

Funds holding: 1,137 → 1,165 (+28)

2.05% less ownership

Funds ownership: 34.8% → 32.75% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 476

Holders
1,165
Holders Change
+28
Holders Change %
+2.46%
% of All Funds
15.29%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.76%
New
89
Increased
418
Reduced
476
Closed
37
Calls
$2.83M
Puts
–
Net Calls
+$2.83M
Net Calls Change
+$1.32M

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$56M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$28.5M
3
NYLIM
New York Life Investment Management
New York
+$21.8M
4
KAS
Kestra Advisory Services
Texas
+$21.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$20.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.1M
3
SEI Investments
SEI Investments
Pennsylvania
-$21.1M
4
FI
FIDELIS iM
Oregon
-$15.3M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
876
Emergent Wealth Advisors
New York
$256K +$1.44K +54 +0.6%
AW
877
Alteri Wealth
California
$255K -$43.6K -1,632 -15%
PAM
878
Palisade Asset Management
Minnesota
$255K -$2.54K -95 -1%
SC
879
SouthState Corp
Florida
$255K -$654K -24,447 -73%
FFA
880
First Foundation Advisors
California
$254K +$243K +9,087 New
CIA
881
Compass Ion Advisors
Pennsylvania
$252K -$17.8K -667 -7%
JPWM
882
Jamison Private Wealth Management
Georgia
$250K -$7.67K -287 -3%
CFS
883
Coordinated Financial Services
Colorado
$250K +$5.99K +224 +3%
WA
884
WPG Advisers
Maryland
$250K -$12.5K -468 -5%
HCMT
885
Highland Capital Management (Tennessee)
Tennessee
$249K – – –
WF
886
Williams Financial
Vermont
$249K +$238K +8,911 New
GKWIM
887
Gerber Kawasaki Wealth & Investment Management
California
$248K +$15.2K +568 +7%
PFGIA
888
Patriot Financial Group Insurance Agency
Massachusetts
$248K -$5.86K -219 -2%
QCM
889
QRG Capital Management
Illinois
$247K -$99.2K -3,711 -30%
EPAM
890
Evelyn Partners Asset Management
$247K – – –
HPA
891
High Probability Advisors
New York
$247K – – –
GWCM
892
Godshalk Welsh Capital Management
Pennsylvania
$246K – – –
SPIA
893
Steward Partners Investment Advisory
New York
$245K +$30.2K +1,130 +15%
FCC
894
Flower City Capital
New York
$244K -$53 -2 -0%
CAI
895
Capital Advisors Inc
Oklahoma
$243K +$10.8K +403 +5%
LNWWM
896
Laird Norton Wetherby Wealth Management
California
$243K – – –
FC
897
Fusion Capital
South Carolina
$241K -$3.32K -124 -1%
CIA
898
Cascade Investment Advisors
Oregon
$240K -$103K -3,846 -31%
SAM
899
Sawgrass Asset Management
Florida
$240K – – –
MWP
900
Madison Wealth Partners
Wisconsin
$239K -$722 -27 -0.3%
34 35
36
37 38

SCHA Hedge Fund Activity: Q3 2025 in Review

1,165 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2025, worth a combined $6.7B — up 11% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SCHA positions and 37 closed out — a net gain of 52 holders — while 418 added to existing stakes and 476 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $56M. The largest seller was Bank of America, cutting an estimated $46.5M.

  • 1,165 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2025, up from 1,137 in Q2 2025.
  • Funds reported $6.7B of Schwab U.S Small- Cap ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 89 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2025 and 37 closed out, a net change of +52 holders.
  • The largest Schwab U.S Small- Cap ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $56M added.
  • The largest Schwab U.S Small- Cap ETF seller in Q3 2025 was Bank of America, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2025.